Profile 03 of 03
Institutional
Investor
Portfolio construction and co-investment structuring for family offices, private equity and real estate mandates deploying capital at scale in the Kingdom.
Portfolio construction and co-investment structuring for family offices, private equity and real estate mandates deploying capital at scale in the Kingdom.
You are a family office CIO, a real estate fund manager, or a private equity principal with a Saudi allocation mandate. You need institutional-grade deal sourcing, credible local infrastructure, and reporting that meets your LP or board standards.
Saddlepoint provides exclusive access to Saddlepoint's proprietary investment pipeline - including co-investment opportunities alongside sovereign wealth partners and government-linked entities. We are one of the only boutique advisories in the Kingdom with direct Vision 2030 project allocation relationships.
End-to-end portfolio design matching your risk-adjusted return target - sector allocation, regional diversification, asset class weighting, and correlation analysis versus existing holdings.
Exclusive participation in Vision 2030-aligned giga-project investments alongside PIF-linked entities - typically reserved for sovereign and institutional counterparties. Minimum co-invest: SAR 50M.
Full investment memoranda, financial models, sensitivity analyses and risk frameworks prepared to institutional standards. We support your IC or board process from first briefing to final approval.
Quarterly portfolio reporting to IFRS and INREV standards - NAV updates, income statements, rent rolls, covenant compliance, and forward-looking scenario analysis. Audit-ready documentation.
Saudi REIT formation, SPV and holding company structuring across multiple jurisdictions, Islamic finance instrument advisory (Sukuk, Murabaha, Diminishing Musharakah) optimised for your LP base.
When the time comes, we run a disciplined exit process - secondary market sales, portfolio block transactions, and REIT conversion pathways - maximising residual value and minimising tax friction.
Saddlepoint's compliance team submits all SAGIA, RERA and CMA filings on behalf of institutional clients. Our secure client portal accepts all documentation in encrypted format.